在进入国网总部之前，王志伟于2023年年中调任国网山东电力公司董事长、党委书记，直至此番履新。 此番人事调整中的国网地方公司"一把手"均为"老国网人"，历任国网多家直属单位高管。 近日，国家电网（简称"国网"）系统内发生多次重大人事调整，多名地方电网公司"一把手"密集履新，有的升任 总部副总，也有人调任其他大型央企高管。 第一财经记者注意到，王志伟履新前不久，国务院国资委企干二局刚刚公布了几家央企领导人职务任免情况。其 中，国网辽宁省电力有限公司原党委书记、董事长闫华锋调任中国电气装备集团党委副书记、董事，提名为中国 电气装备集团总经理人选；国网天津电力公司原党委书记、董事长郭铭群履新中国国际工程咨询有限公司（简 称"中咨公司"）党委副书记、董事，提名为总经理人选。 5月末，国网公司召开党组扩大会议，通报了中央组织部关于王志伟任国家电网公司副总经理、党组成员的决定。 据公开资料，王志伟出生于1970年12月，长期就职于国网系统，历任江西南昌供电公司副总经理、国网江西省电 力有限公司副总经理、南昌供电公司总经理、国网吉林省电力有限公司董事长等职。 此番调动前，闫华锋、郭铭群二人均长期供职于国网系统，曾任国网多家 ...

Core Viewpoint - The National Energy Administration has initiated the first batch of pilot projects for the construction of a new power system, focusing on areas with tight supply or significant consumption pressure, aiming to enhance the performance of renewable energy power plants [1] Group 1: New Energy Power Plants - The initiative includes the construction or renovation of a number of new energy power plants in regions with tight supply or high consumption pressure [1] - Projects with installed capacity of over 200,000 kilowatts will be prioritized for construction or renovation [1] Group 2: Operational Enhancements - The system will utilize long-term high-precision power forecasting and smart joint regulation of wind, solar, and storage to improve system performance [1] - Power plants are required to increase their output by over 10% during peak hours (not less than 2 hours) [1] Group 3: Coordination and Scheduling - Power plants will sign collaborative scheduling agreements with dispatching agencies to clarify operational methods and reliable capacity for power balance [1] - Dispatching agencies will refine scheduling rules based on the power forecast results and generation plan suggestions submitted by the power plants [1]

国家能源局：积极推动具备条件的现役机组和新建机组针对清洁降碳、高效调节两类指标分别开展试点 金十数据6月4日讯，国家能源局发布关于组织开展新型电力系统建设第一批试点工作的通知。通知提 出，对照《新一代煤电升级专项行动实施方案（2025—2027年）》中新一代煤电试点指标要求，积极推 动具备条件的现役机组和新建机组针对清洁降碳、高效调节两类指标分别开展试点，鼓励开展同时满足 上述两类指标的新一代煤电试点。在清洁降碳方面，结合区域特点和资源禀赋，通过采用零碳低碳燃料 掺烧、CCUS（碳捕集、利用与封存）等降碳措施，显著降低煤电碳排放。在高效调节能力提升方面， 需满足高效调节所有技术指标要求，开展主辅机装备技术创新应用和系统集成优化，重点在电网快速调 节需求大和调峰有缺额的地区提高煤电机组快速变负荷、深度调峰和宽负荷高效调节能力，机组应具备 安全可靠启停调峰能力。 （国家能源局） ...

国家能源局：围绕算力与电力协同等七个方向开展试点工作 金十数据6月4日讯，国家能源局发布关于组织开展新型电力系统建设第一批试点工作的通知。通知提 出，聚焦新型电力系统有关前沿方向，依托典型项目开展单一方向试点，依托典型城市开展多方向综合 试点，探索新型电力系统建设新技术、新模式，推动新型电力系统建设取得突破。坚持重点突破，先期 围绕构网型技术、系统友好型新能源电站、智能微电网、算力与电力协同、虚拟电厂、大规模高比例新 能源外送、新一代煤电等七个方向开展试点工作。坚持因地制宜，结合各地实际，选择适宜的方向安排 试点项目，合理确定试点规模和范围。坚持创新引领，鼓励采用新技术、新模式，支持试点项目应用智 能电网国家科技重大专项和能源技术装备"补短板"成果，同步开展体制机制改革。 （国家能源局） 相关链接 ...

国家能源局：因地制宜新建或改造一批不同类型的虚拟电厂 智通财经6月4日电，国家能源局组织开展新型电力系统建设第一批试点工作。围绕聚合分散电力资源、 增强灵活调节能力、减小供电缺口、促进新能源消纳等场景，因地制宜新建或改造一批不同类型的虚拟 电厂，通过聚合分布式电源、可控负荷、储能等负荷侧各类分散资源并协同优化控制，充分发挥灵活调 节能力。持续丰富虚拟电厂商业模式，通过参与电力市场、需求响应，提供节能服务、能源数据分析、 能源解决方案设计、碳交易相关服务等综合能源服务，获取相应收益。 ...

Market Overview - On the first trading day after the Dragon Boat Festival, all three major A-share indices rose, with the Shanghai Composite Index up 0.48% to 3363.48 points, the Shenzhen Component Index up 0.35% to 10076.01 points, and the ChiNext Index up 0.73% to 2007.76 points [1] - The total A-share trading volume reached 3060.25 billion yuan, while B-share trading volume was 0.76 billion yuan [2] Sector Performance - Sectors such as jewelry, precious metals, household light industry, and cultivated diamonds saw significant gains, while sectors like automobile manufacturing, steel, molten salt energy storage, and medical waste treatment lagged behind [4] - The cultivated diamond sector led with an average increase of 3.31%, followed by immunotherapy at 2.68% and gold concepts at 2.47% [5] Company Insights - **Shutai Shen**: The company is developing a new molecule, STSA-1002, targeting C5a for multiple indications, with a high mortality rate of 35%-45% for ARDS, affecting nearly 3 million people globally each year [9] - **Guanhao Biological**: The company is advancing clinical research on mesenchymal stem cell treatments and is working on the application for a human genetic resource sample library to support innovation in drug development and health services [9] - **Zoli Pharmaceutical**: The company aims to expand its marketing channels and accelerate national market coverage, focusing on traditional Chinese medicine and enhancing brand awareness [9] - **Zhongyuan Xiehe**: The company is experiencing steady growth in its pathology diagnosis business and sees significant long-term market potential in stem cell innovative drugs [9] Policy and Regulatory Updates - The National Energy Administration has issued opinions to optimize the qualification licensing management system for the electricity sector, supporting the innovation of new business models and exempting certain new operational entities from licensing requirements [3]

Core Insights - China's pumped storage capacity has ranked first globally for nine consecutive years, with Japan and the United States following in second and third place respectively [1] - The rapid growth of renewable energy sources like wind and solar power has led to significant decarbonization in the power system, but it also presents new technical challenges that require advanced solutions like pumped storage [1] - The development of pumped storage is crucial for supporting the transition to a new power system and achieving high-quality growth in the sector [1] Group 1: Industry Development - As of the end of 2024, China's total installed capacity of pumped storage power stations is expected to reach 58.69 million kilowatts, with the East China region having the largest capacity [1] - The total approved and under construction capacity of pumped storage power stations nationwide is approximately 200 million kilowatts [1] - The report highlights that the resource endowment for pumped storage in China is exceptional, with a total potential capacity of about 160 million kilowatts identified across various provinces [2] Group 2: Market Mechanisms - Regions like Guangdong and Shandong have initiated pilot projects for pumped storage to participate in electricity market transactions, indicating a shift towards market-oriented operations [2] - The current two-part pricing policy for pumped storage has been beneficial for investment returns, but there is a need to transition towards a market-based pricing mechanism as the electricity market evolves [3] - A proposed pricing mechanism includes a "benchmark capacity price + difference contract" model to facilitate a gradual transition to market pricing [3] Group 3: Technological Advancements - Continuous technological innovation is essential for enhancing the competitiveness of pumped storage, focusing on areas such as design, construction, and operational management [3] - Increased investment in research and development within the pumped storage sector is necessary to lower costs and improve economic performance throughout the project lifecycle [3]

Core Points - The National Grid is accelerating the construction of key projects to ensure electricity supply during the summer peak, with significant progress in various regions [1][6] - The construction of UHV (Ultra High Voltage) projects is being prioritized to optimize the main grid and support the high-quality development of renewable energy [2][6] - The Ningxia to Hunan ±800 kV UHV DC transmission project is set to begin live testing, with a focus on ensuring zero defects in the system [3] - The Xinjiang ±800 kV UHV DC transmission project is expected to deliver over 36 billion kWh of electricity annually once operational [5] - The National Grid is working on 140 key projects to ensure reliable electricity supply during the summer peak [6] - The construction of pumped storage and new energy storage projects is being accelerated to support the transition to a clean and efficient energy system [13][17] Group 1 - The National Grid is maintaining construction momentum during the Dragon Boat Festival to ensure project timelines are met [1] - The National Grid has completed 39 UHV projects and is currently constructing 8 additional projects [2] - The Ningxia to Hunan UHV project is undergoing critical testing to ensure operational readiness [3] Group 2 - The Xinjiang UHV project is part of a larger initiative to enhance electricity transmission capabilities from renewable energy sources [5] - The National Grid is focusing on 140 key projects to enhance power supply reliability during peak demand [6] - The construction of the Denshuan pumped storage power station is progressing, with significant manpower involved [14] Group 3 - The Chengdu energy storage station has been completed, marking a significant advancement in the new energy system [15] - The National Grid is promoting the development of energy storage projects to improve grid stability and support renewable energy integration [17] - The company is collaborating with local enterprises to ensure the successful integration of energy storage systems into the grid [17]

5月29日，"高质量发展能源行"网评引导活动调研团继续能源之旅。 能源是国民经济的基础产业和战略性产业。南方电网如何全方位融入和服务粤港澳大湾区经济社会发 展，助力大湾区向新而兴，成为国际一流湾区和高质量发展典范？一起来看！ 风起伶仃洋 绿电赋能未来 三角岛及桂山海上风电场鸟瞰图。（南方电网广东珠海供电局供图） 位于粤港澳大湾区海域中心区域的 珠海桂山海上风电场 海上风电项目 装机20万千瓦，每年可提供 超过4.93亿千瓦时的清洁电力 节约标煤约16.02万吨 减排二氧化碳约38.25万吨 调研团在110千伏桂海三角岛站，了解桂山海上风电建设运行情况。（姚纯铭 摄） 该风电场于2016年开工建设 是广东省首个开发建设和投入运行的 南方电网公司加快构建加建设新型电力系统，进一步提升电网对新能源的消纳能力。 (南方电网 广东珠海供电局供图) 南方电网公司进一步完成 海上"风电+储能"并网研究实验室 建设 致力于建设并完善南方电网区域 海上风电机组及风电场的并网标准 至今已完成了5种新机型并网测试 运维船驶入桂山海上风电场。（林强 摄） 除了珠海，在阳江，三山岛海上风电柔直输电工程建设正酣。该工程是全国首个由电网 ...

Core Points - Jiangsu Linyang Energy Co., Ltd. is set to hold its 2024 Annual General Meeting on June 6, 2025, focusing on profit distribution and project funding [1][2] - The company aims to enhance its strategic positioning in the global smart grid, renewable energy, and energy storage sectors, with a commitment to becoming a leading provider of products and services in these fields [4][12] - The company reported a revenue of 6.742 billion yuan for the reporting period, a decrease of 1.89% year-on-year, and a net profit of 753 million yuan, down 27% year-on-year [4][5] Financial Performance - The company achieved a net cash flow from operating activities of 973 million yuan, an increase of 185.19% year-on-year [4] - As of the end of the reporting period, the company's net assets amounted to 15.665 billion yuan, a growth of 1.15%, while total assets reached 24.689 billion yuan, up 6.48% [4] - The company’s smart meter segment secured contracts worth approximately 631 million yuan from the State Grid and 601 million yuan from the Southern Grid [5] Strategic Initiatives - The company is focusing on expanding its overseas market presence, particularly in Europe, the Middle East, and Southeast Asia, while also enhancing its domestic market strategies [10][17] - The company is actively involved in the development of new energy projects, with over 1,245 MW under construction and 545 MW newly initiated projects [7] - The company is leveraging technology and innovation to improve product competitiveness, including advancements in AI applications within power systems [6][11] Research and Development - The company is increasing its R&D investments to enhance product safety, reliability, and cost-effectiveness in the energy storage sector [11] - The company is also focusing on the development of hydrogen production equipment through a joint venture, aiming to capitalize on the growing hydrogen energy market [12] Governance and Compliance - The company has established a robust internal control system, ensuring compliance with relevant laws and regulations, and has received a standard unqualified opinion from its auditing firm [27][22] - The board of directors has conducted multiple meetings to review and approve various operational and financial reports, ensuring transparency and accountability [19][21]